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Problem Details:
Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2).
Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…
when i trying to export aged report to excel iam facing this error message 'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me
I have a client that has created a custom entity as a child entity. This article, https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-2019-r2-the-relationship-between-the-rest-api-and-other-apis, shows…
I must be missing something. I've got a Sage 300 system integrated with CRM. I was sure that when you set up an integration, you can set the default territory for the data coming across rom 300. I've got about 5 companies that will be integrated and each…
Problem details
When promoting a vendor the screen does not load and the vendor does not get promoted
Solution
The Bp used the incorrect integration, they needed to be on the integration for Sage 300 2020 and not the CRM version.
Sage 300 2020…
Hi everyone!
I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website.
These are the URLs where I've embedded…
Summary
Sage 300 and Sage CRM Support Matrix for current versions.
This KB explains the supported versions and installation process.
Sage CRM is supported for two versions while Sage 300 supported for three versions. Customers are encouraged to…
Sage 300 and Sage CRM Integration Compatibility Chart
Summary
Sage 300 and Sage CRM Support Matrix for current versions.
This KB explains the supported versions and installation process.
Sage CRM is supported for two versions while Sage 300…
Hi all,
I would to know if this integration is possible with Sage CRM using the flow below:
- customer enter detail in Facebook form. Then, Facebook send the details to Sage CRM as lead/opportunity/case through integration below.
Just like the many…
I'm building a business application to manage inventory requisitions. The application is a lightweight web interface used mainly by our internal employees to submit an inventory requisition. The requisitions will pass through a workflow of activities…
I am new to .Net.
I notice the Sage CRM SDK requires the .Net framework 2.0 as seen here: https://help.sagecrm.com/on_premise/en/2018R1/dev/Content/Developer/DN_InstallingTheDotNETSDK.htm
When I try to include a reference to the Sage 300 ACCPAC…
We often get queries on what versions of Sage CRM and Sage 300 integrate, would one have to upgrade both products should one be upgraded, etc
The Compatibility Chart lists not only what versions integrate but also supplies the associated knowledge base…
Sage CRM has an integration with Mailchimp which I have written about in a series of articles beginning with " Mailchimp, An Introduction ".
I have seen some discussion within the forums about how the integration works and I thought it would be useful…
MailChimp is a fantastic email marketing solution that's integrated with Sage CRM 2015 R1 and Sage CRM 7.3 and lets you create online campaigns, send emails, and track results.
Before you start working with MailChimp, your System Administrator must…
SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations.
SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK) and Sage Murano ERP (developed…
This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved…
This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Fields that exist in the linked view in Sage X3 are mapped automatically to the Sage CRM Entry Types…
This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Views that are intended to be used to list data from Sage X3 need to share a common key with the corresponding…
This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
I discussed in the previous article "Extending the Sage X3 Integration (Part 3)" how to define the…
This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
I discussed in the previous article "Extending the Sage X3 Integration (Part 2)" how Sage X3 tables…
This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and…
This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens…
A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading.
Groups can…
Recently, I've noticed some forum posts on the Sage CRM Community about the Tomcat service not working properly and that this might be effecting Exchange Integration.
To help with this, I've created a batch file and task in Windows Task Scheduler to…
Sage CRM has the ability to link to external databases. Once an external database table is linked to Sage CRM the External Access settings of the linked table can be changed to allow both SData and Web Services access.
I have discussed in previous articles…
